The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALLIANT ENERGY CORP | COM | 018802108 | 619 | 12,812 | SH | SOLE | 0 | 0 | 12,812 | ||
APPLE INC | COM | 037833100 | 346 | 1,361 | SH | SOLE | 0 | 0 | 1,361 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 765 | 59,810 | SH | SOLE | 0 | 0 | 59,810 | ||
BANK FIRST CORP | COM | 06211J100 | 258 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 209 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 497 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
INTEL CORP | COM | 458140100 | 282 | 5,203 | SH | SOLE | 0 | 0 | 5,203 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,708 | 14,225 | SH | SOLE | 0 | 0 | 14,225 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 914 | 17,103 | SH | SOLE | 0 | 0 | 17,103 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,264 | 37,039 | SH | SOLE | 0 | 0 | 37,039 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 1,241 | 15,129 | SH | SOLE | 0 | 0 | 15,129 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 3,157 | 68,353 | SH | SOLE | 0 | 0 | 68,353 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 6,440 | 100,490 | SH | SOLE | 0 | 0 | 100,490 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 262 | 1,590 | SH | SOLE | 0 | 0 | 1,590 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,167 | 10,631 | SH | SOLE | 0 | 0 | 10,631 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 1,644 | 16,453 | SH | SOLE | 0 | 0 | 16,453 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,556 | 17,281 | SH | SOLE | 0 | 0 | 17,281 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 323 | 2,523 | SH | SOLE | 0 | 0 | 2,523 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 510 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MICROSOFT CORP | COM | 594918104 | 370 | 2,346 | SH | SOLE | 0 | 0 | 2,346 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 674 | 2,802 | SH | SOLE | 0 | 0 | 2,802 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 257 | 4,707 | SH | SOLE | 0 | 0 | 4,707 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 2,990 | 27,181 | SH | SOLE | 0 | 0 | 27,181 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 1,218 | 50,864 | SH | SOLE | 0 | 0 | 50,864 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 266 | 9,341 | SH | SOLE | 0 | 0 | 9,341 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 439 | 1,704 | SH | SOLE | 0 | 0 | 1,704 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 6,216 | 252,668 | SH | SOLE | 0 | 0 | 252,668 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 18,534 | 518,569 | SH | SOLE | 0 | 0 | 518,569 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 2,315 | 89,575 | SH | SOLE | 0 | 0 | 89,575 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 23,128 | 566,032 | SH | SOLE | 0 | 0 | 566,032 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 2,200 | 26,771 | SH | SOLE | 0 | 0 | 26,771 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,190 | 13,940 | SH | SOLE | 0 | 0 | 13,940 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,098 | 23,533 | SH | SOLE | 0 | 0 | 23,533 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 850 | 7,363 | SH | SOLE | 0 | 0 | 7,363 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 13,266 | 148,959 | SH | SOLE | 0 | 0 | 148,959 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 3,198 | 39,344 | SH | SOLE | 0 | 0 | 39,344 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 6,084 | 68,514 | SH | SOLE | 0 | 0 | 68,514 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 14,923 | 95,240 | SH | SOLE | 0 | 0 | 95,240 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,709 | 50,936 | SH | SOLE | 0 | 0 | 50,936 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 249 | 4,714 | SH | SOLE | 0 | 0 | 4,714 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 14,365 | 181,602 | SH | SOLE | 0 | 0 | 181,602 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 2,118 | 63,513 | SH | SOLE | 0 | 0 | 63,513 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 7,084 | 100,130 | SH | SOLE | 0 | 0 | 100,130 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 5,246 | 54,513 | SH | SOLE | 0 | 0 | 54,513 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 5,272 | 59,823 | SH | SOLE | 0 | 0 | 59,823 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 8,733 | 264,382 | SH | SOLE | 0 | 0 | 264,382 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 1,020 | 25,073 | SH | SOLE | 0 | 0 | 25,073 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 19,161 | 793,101 | SH | SOLE | 0 | 0 | 793,101 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,010 | 111,567 | SH | SOLE | 0 | 0 | 111,567 |